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Added 16 mins ago
MI
Assistant Purchasing Manager
Magna International
Toronto, ON
- Full-time
Cosma provides a comprehensive range of body, chassis and engineering solutions to global customers. Through our robust product engineering, outstanding tooling capabilities and diverse…
Added 16 mins ago
S
District Sales Manager
Sysco
Regina, SK · Sysco Regina
- Full-time
Lead a cross functional sales teams of Sales Consultants, Business Development Managers, Inside Sales Consultants, and Category Growth Specialists
Added 1 hour ago
Senior Machine Learning Engineer, Recommendations
Lyft
Toronto, ON
Model Development & Research: Design, build, and deploy machine learning models for real-time applications, including translating state-of-the-art research into production-ready solutions.
Added 1 hour ago
Senior Project Manager
Konrad
Toronto, ON
…collaboration, we bridge the gap between complex AI and beautiful product design. From strategy to implementation, our 750+ global experts deliver intelligent solutions trusted by 500…
Added 1 hour ago
Delivery Manager
Konrad
Toronto, ON
…collaboration, we bridge the gap between complex AI and beautiful product design. From strategy to implementation, our 750+ global experts deliver intelligent solutions trusted by 500…
Added 1 hour ago
Procurement Project Manager
Alstom
Toronto, ON
Leading societies to a low carbon future, Alstom develops and markets mobility solutions that provide the sustainable foundations for the future of transportation. Our product portfolio…
Added 1 hour ago
S
Sales Consultant II
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Thunder Bay, ON · Sysco Thunder Bay
- Full-time
Evaluate customer business needs and analyze market trends to develop customer centric product and service solutions
Added 1 hour ago
SI
Wireless Sales Supervisor
Staples Inc.
Duncan, BC
- Full-time
…curious, approachable and passionate, and who enjoy finding…
Added 2 hours ago
OR
Bilingual Wireless Sales Associate - Edmundston
OSL Retail Services Inc
Edmundston, NB
- Other
…join our team. You'll help customers find the right wireless solutions by selling phones, plans, accessories, and more. Working in one of Canada's busiest retail environments means more…
Added 2 hours ago
Manager, Regulatory Affairs (Clinical Labeling)
Telix Pharmaceuticals (AMER)
Canada
The Manager, Regulatory Affairs (Clinical Labeling), is responsible for the development, maintenance, and oversight of Investigational Medicinal Product (IMP) labeling (also referred to as…
Added 3 hours ago
Part Time Tailor
Moores Clothing
Mississauga, ON
Deliver an exceptional customer experience by listening to customer needs and offering personalized solutions.
Added 4 hours ago
DG
Route Development Manager
DHL Global Forwarding (Canada) Inc.
Mississauga, ON
- Full-time
Join our team as a Route Development Manager at DHL Group! In this pivotal role, you will Lead and execute Air Freight Route Development strategies, plans, and initiatives to drive…
Added 4 hours ago
WC
Service and Support Representative - Edmonton, AB
Wurth Canada
AB · Edmonton, AB
- Full-time
…up from installation to servicing of all Wurth Systems and Solutions in larger customers within the Edmonton, Alberta…
Added 5 hours ago
SB
Branch Coverage Representative
Stanley Black & Decker, Inc.
Mississauga, ON · Waterloo, ON
- Full-time
…Waterloo, Guelph, or West GTA, Ontario and reporting to the Manager, IC National Accounts. This field-based role supports a broad territory including Kitchener, Waterloo, Guelph, Cambridge…
Added 6 hours ago
PL
Front of House and Hospitality Manager
People's Light
AB
- Full-time
The Front of House and Hospitality Manager is an integral member of the marketing department, which includes Ticketing Services, Sales, Box Office, Audience Services, Marketing, and Design.…
Added 9 hours ago
MP
Product Manager, Rare Disease, Canada
Medison Pharma
Toronto, ON
- Full-time
Possess excellent scientific acumen and knowledge of product development, regulatory, market access, clinical, and medical affairs.
Added 9 hours ago
CO
Application & Integration Technical Analyst
City of Saint John
Saint John, NB
- Full-time
Under the direction of the designated IT Manager, the Application and Integration Technical Analyst is a technical lead responsible for system architecture, data strategy, and integration…
Added 10 hours ago
E
Principal Product Manager - Identity Threat Detection and Response
Elastic
Canada
- Full-time
We’re looking for a Principal Product Manager to guide the vision, strategy, and execution for Identity Threat Detection and Response (ITDR) within Elastic Security. Attackers not only…
Added 11 hours ago
A
Manager, Product and Industry Marketing
Autodesk
Montreal, QC
- Full-time
Join our team as a Manager, Product and Industry Marketing This people leader oversees the product marketing and strategy function within the Industrialized Construction and Informed Design…
Added 11 hours ago
EI
Portfolio Manager
Ecolab Inc.
Calgary, AB
- Full-time
8+ years of experience in program management, portfolio management, product development, or engineering leadership.
Added 11 hours ago
TI
Digital Marketing & Automation Manager - Bravo Insurance Services Ltd.
The InsureBC Group
Vancouver, BC
- Full-time
We are looking for a hands-on,forward-thinking Digital Marketing & Automation Manager to step into anestablished role and take it to the next level. This is not a greenfieldposition - we…
Added 11 hours ago
NH
Business Development Management - Private Label
Naturally Home Grown Foods
Surrey, BC
- Up to $110,000 CAD / year
- Full-time
…other strategic customers across North America. The Business Development Manager will manage opportunities from initial prospecting and customer engagement through commercial negotiations,…
Added 12 hours ago
A
Manager, Product and Industry Marketing
Autodesk
Montreal, QC
- Full-time
Join our team as a Manager, Product and Industry Marketing This people leader oversees the product marketing and strategy function within the Industrialized Construction and Informed Design…
Added 12 hours ago
A
Manager, Product and Industry Marketing
Autodesk
Montreal, QC
- Full-time
Join our team as a Manager, Product and Industry Marketing This people leader oversees the product marketing and strategy function within the Industrialized Construction and Informed Design…
Added 13 hours ago
SF
Sales Development Representative
Safe Fleet
Coquitlam, BC
- Full-time
The Sales Development Representative (SDR) will be the first point of contact for prospective customers looking for information about our products, the consistent voice that checks in with…

TEKsystems

Portfolio Lead

Toronto, ON, Canada

$100 to $120 CAD / hour · Full-time

Apply About employer

Applications open in a new tab.

Job details

Pay: $100 to $120 CAD / hour
Job type: Full-time
Apply by: Nov 4, 2026
Experience: 7+ years of experience within Portfolio Management, Investment Management, or Wealth Management Technology environments.
Posting language: English · French
Posted: Oct 5, 2026

Original job description

English section of this bilingual listing.

Description

Portfolio Management Specialist: Wealth Management Technology Canada (WMTC) | Toronto, ON

About The Opportunity

Join one of the largest transformation programs within Wealth Management Technology Canada. The team is reimagining the end-to-end portfolio management experience used by advisors, modernizing legacy platforms, simplifying workflows, and leveraging AI-enabled delivery practices to accelerate innovation.

This is not a traditional role. The ideal candidate brings deep portfolio management domain expertise and can bridge business strategy, product vision, and technology delivery. You'll play a key role in defining the future state of portfolio management capabilities and helping shape how wealth management technology evolves over the coming years. Domain expertise in portfolio management is the most important qualification for success in this role.

What You'll Do

Portfolio Management Subject Matter Leadership

Define future-state portfolio management capabilities and workflows.
Act as a trusted advisor on portfolio management best practices and industry trends.
Provide expertise on portfolio construction, modeling, rebalancing, risk management, performance measurement, and investment operations.
Evaluate current-state processes and identify opportunities for improvement.

Product Ownership & Strategy

Partner with business stakeholders to establish product vision and priorities.
Help define strategic roadmaps and target-state capabilities.
Drive decisions around portfolio management platform modernization.
Validate that delivered solutions align with business objectives.

Business Analysis & Requirements Leadership

Gather, document, and validate business and technical requirements.
Translate complex business needs into detailed specifications.
Conduct process analysis and identify capability gaps.
Support data analysis, system integration, and downstream reporting requirements.

AI-Enabled Delivery

Partner with development teams using AI-assisted delivery practices.
Create detailed requirements, specifications, goals, and tasks that can be leveraged by AI-powered development tools.
Review and validate proposed solutions generated through AI-assisted workflows.
Collaborate closely with architects, developers, and quality engineering teams.

Stakeholder Management

Work across technology, operations, product, and business teams.
Present recommendations and solution options to leadership and stakeholders.
Facilitate workshops, discussions, and decision-making sessions.
Drive alignment across multiple teams and workstreams.

Required Qualifications

7+ years of experience within Portfolio Management, Investment Management, or Wealth Management Technology environments.
Deep understanding of portfolio management lifecycle, processes, and data flows.
Ability to work with stakeholders and cross-functional teams.
Strong analytical, problem-solving, and decision-making capabilities.
Excellent communication and presentation skills.

Preferred Qualifications

Experience with portfolio performance calculations and reporting.
Understanding of security reference data, market pricing, transactions, positions, and investment accounting concepts.
Exposure to software delivery within large enterprise environments.
Experience with AI-assisted development tools such as Copilot or Claude.
Technical knowledge of Java, Spring Boot, API-driven architecture, or Apache Kafka.
CFA designation or equivalent investment management education.

Skills

portfolio management, wealth management, product ownership, business analysis, stakeholder management, java, spring boot, cfa

Top Skills Details

portfolio management,wealth management,product ownership,business analysis,stakeholder management

Additional Skills & Qualifications

Former Investment Advisor, Portfolio Manager, or Investment Operations experience
AI-assisted development tools (Copilot, Claude, ChatGPT)
Java, Spring Boot, APIs, Kafka, and enterprise architecture knowledge
Transformation or platform modernization experience
CFA, CIM, CFP, or similar investment credentials

Experience Level

Expert Level

Job Type & Location

This is a Contract to Hire position based out of Toronto, ON.

Pay And Benefits

The pay range for this position is $100.00 - $120.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Workplace Type

This is a hybrid position in Toronto,ON.

À propos de TEKsystems et TEKsystems Global Services

Were a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. Were a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. Were strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. Were building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.econnaissez et acceptez que celle-ci puisse être examinée à laide doutils dIA.

Read the full bilingual original

Description

Portfolio Management Specialist: Wealth Management Technology Canada (WMTC) | Toronto, ON

About The Opportunity

Join one of the largest transformation programs within Wealth Management Technology Canada. The team is reimagining the end-to-end portfolio management experience used by advisors, modernizing legacy platforms, simplifying workflows, and leveraging AI-enabled delivery practices to accelerate innovation.

This is not a traditional role. The ideal candidate brings deep portfolio management domain expertise and can bridge business strategy, product vision, and technology delivery. You'll play a key role in defining the future state of portfolio management capabilities and helping shape how wealth management technology evolves over the coming years. Domain expertise in portfolio management is the most important qualification for success in this role.

What You'll Do

Portfolio Management Subject Matter Leadership

Define future-state portfolio management capabilities and workflows.
Act as a trusted advisor on portfolio management best practices and industry trends.
Provide expertise on portfolio construction, modeling, rebalancing, risk management, performance measurement, and investment operations.
Evaluate current-state processes and identify opportunities for improvement.

Product Ownership & Strategy

Partner with business stakeholders to establish product vision and priorities.
Help define strategic roadmaps and target-state capabilities.
Drive decisions around portfolio management platform modernization.
Validate that delivered solutions align with business objectives.

Business Analysis & Requirements Leadership

Gather, document, and validate business and technical requirements.
Translate complex business needs into detailed specifications.
Conduct process analysis and identify capability gaps.
Support data analysis, system integration, and downstream reporting requirements.

AI-Enabled Delivery

Partner with development teams using AI-assisted delivery practices.
Create detailed requirements, specifications, goals, and tasks that can be leveraged by AI-powered development tools.
Review and validate proposed solutions generated through AI-assisted workflows.
Collaborate closely with architects, developers, and quality engineering teams.

Stakeholder Management

Work across technology, operations, product, and business teams.
Present recommendations and solution options to leadership and stakeholders.
Facilitate workshops, discussions, and decision-making sessions.
Drive alignment across multiple teams and workstreams.

Required Qualifications

7+ years of experience within Portfolio Management, Investment Management, or Wealth Management Technology environments.
Deep understanding of portfolio management lifecycle, processes, and data flows.
Experience supporting or leading large-scale platform transformations.
Strong requirements gathering and documentation skills.
Product ownership or product strategy experience.
Ability to work with stakeholders and cross-functional teams.
Strong analytical, problem-solving, and decision-making capabilities.
Excellent communication and presentation skills.

Preferred Qualifications

Experience with portfolio performance calculations and reporting.
Understanding of security reference data, market pricing, transactions, positions, and investment accounting concepts.
Exposure to software delivery within large enterprise environments.
Experience with AI-assisted development tools such as Copilot or Claude.
Technical knowledge of Java, Spring Boot, API-driven architecture, or Apache Kafka.
CFA designation or equivalent investment management education.

Skills

portfolio management, wealth management, product ownership, business analysis, stakeholder management, java, spring boot, cfa

Top Skills Details

portfolio management,wealth management,product ownership,business analysis,stakeholder management

Additional Skills & Qualifications

Former Investment Advisor, Portfolio Manager, or Investment Operations experience
AI-assisted development tools (Copilot, Claude, ChatGPT)
Java, Spring Boot, APIs, Kafka, and enterprise architecture knowledge
Transformation or platform modernization experience
CFA, CIM, CFP, or similar investment credentials

Experience Level

Expert Level

Job Type & Location

This is a Contract to Hire position based out of Toronto, ON.

Pay And Benefits

The pay range for this position is $100.00 - $120.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Workplace Type

This is a hybrid position in Toronto,ON.

À propos de TEKsystems et TEKsystems Global Services

Nous sommes un fournisseur de services aux entreprises et de technologies. Nous accélérons la transformation de nos clients. Notre compétence en stratégie, conception, exécution et opérations libère la valeur de lentreprise par un éventail de solutions. Nous sommes une équipe de 80 000 personnes qui collaborent avec plus de 60 000 clients, notamment 80 % du Fortune 500 en Amérique du Nord, Europe et Asie, qui collaborent avec nous dans le cadre de nos capacités full-stack et notre rythme. Nous sommes des penseurs stratégiques, des collaborateurs pratiques qui aident les clients à exploiter le changement et maîtriser le dynamisme de la technologie. Nous bâtissons le futur en livrant les résultats et en créant un impact positif dans nos communautés mondiales. TEKsystems et TEKsystems Global Services sont des entreprises dAllegis Group. Découvrez dautres informations à TEKsystems.com.

Ordonnance sur légalité des chances de San Francisco: Conformément à lOrdonnance sur légalité des chances de San Francisco, pour tous les postes situés dans la ville et le comté de San Francisco, nous examinerons les candidatures des personnes qualifiées ayant un casier judiciaire ou des antécédents criminels.

Utilisation de lintelligence artificielle (IA): Nous pouvons utiliser lintelligence artificielle (IA) pour soutenir certaines étapes de notre processus dembauche, notamment la recherche, la présélection et lévaluation des candidatures. LIA aide à analyser les candidatures et les qualifications, mais les décisions finales sont prises par notre équipe de recrutement. En soumettant votre candidature, vous reconnaissez et acceptez que celle-ci puisse être examinée à laide doutils dIA.

About TEKsystems And TEKsystems Global Services

Were a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. Were a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. Were strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. Were building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.econnaissez et acceptez que celle-ci puisse être examinée à laide doutils dIA.

Apply About employer

More about this job

Responsibilities

Define future-state portfolio management capabilities and advise on portfolio processes, best practices, and modernization opportunities. Lead product strategy and requirements work, validate technology solutions, and align stakeholders across business, operations, and delivery teams, including through AI-assisted development practices.

Requirements

Requires at least seven years of experience in portfolio management, investment management, or wealth management technology, with deep knowledge of portfolio lifecycle processes and data flows. Candidates should bring transformation experience, strong requirements and product strategy skills, and excellent analytical, communication, and stakeholder management abilities; investment credentials and technical knowledge are preferred.

Skills

Portfolio Management
Wealth Management
Product Ownership
Business Analysis
Stakeholder Management
Portfolio Construction
Portfolio Modeling
Rebalancing
Risk Management
Performance Measurement
Requirements Gathering
Platform Modernization
AI-Assisted Development
Java
Spring Boot
Apache Kafka

Visa sponsorship

Not detected in the job text

Keywords

Portfolio Management
Wealth Management
Investment Management
Portfolio Construction
Portfolio Modeling
Rebalancing
Risk Management
Performance Measurement
Investment Operations
Product Ownership
Product Strategy
Business Analysis
Requirements Gathering
Platform Modernization
Transformation
AI-Assisted Development
Copilot
Claude
ChatGPT
Java
Spring Boot
APIs
Apache Kafka
Enterprise Architecture
Security Reference Data
Market Pricing
Transactions
Positions
Investment Accounting
CFA

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